Ex-Envestnet Exec to Head Cetera's RIA Blueprint Platform
By John ManganaroAndina Anderson was a managing director at Envestnet and leader of its Tamarac unit.
May 27, 2025
FSI Launches Next-Gen Career WebsiteFinancialCareers.org is an online career center that connects qualified job seekers with firms.
May 22, 2025
Advisor Gets 10 Years in Prison for Stealing $2M From Elderly ClientsJulie Anne Darrah convinced clients "she would take care of them in their older years like a daughter," authorities said.
May 22, 2025
Hightower Stakes $2B Aviation-Focused Wealth GroupThe 34-member practice is based in Dallas.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.